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Invesco S&P 500 Momentum ETF
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Overview Fund Activity

466 hedge funds and large institutions have $5.84B invested in Invesco S&P 500 Momentum ETF in 2025 Q2 according to their latest regulatory filings, with 118 funds opening new positions, 233 increasing their positions, 93 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
466
Holders Change
+84
Holders Change %
+21.99%
% of All Funds
6.25%
Holding in Top 10
42
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+61.54%
% of All Funds
0.56%
New
118
Increased
233
Reduced
93
Closed
30
Calls
$10.2M
Puts
$1.55M
Net Calls
+$8.64M
Net Calls Change
+$7.91M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$918M
2
LPL Financial
LPL Financial
California
$601M
3
MCM
Mainstay Capital Management
Michigan
$296M
4
Morgan Stanley
Morgan Stanley
New York
$200M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$276M

Top Sellers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$2.78M
2
UBS Group
UBS Group
Switzerland
$30.8M
3
OCM
One Capital Management
California
$15.3M
4
TC
Trilogy Capital
California
$15.3M
5
UWM
USAdvisors Wealth Management
Minnesota
$1.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
GSWM
151
Golden State Wealth Management
California
$3.58M +$3.58M +31,786 +63,572%
BCMIO
152
Beacon Capital Management Inc (Ohio)
Ohio
$3.54M -$36.3K -323 -1%
WAP
153
Wealthcare Advisory Partners
Pennsylvania
$3.52M +$3.52M +31,304 New
WPW
154
Watershed Private Wealth
Illinois
$3.52M -$138K -1,229 -4%
FFN
155
Focus Financial Network
Minnesota
$3.31M +$185K +1,645 +6%
MWM
156
McNaughton Wealth Management
California
$3.3M +$9.11K +81 +0.3%
KIM
157
Kane Investment Management
California
$3.28M -$368K -3,266 -10%
FHC
158
First Heartland Consultants
Missouri
$3.28M +$2.29M +20,357 +231%
ACM
159
Advance Capital Management
Michigan
$3.24M +$457K +4,063 +16%
TWM
160
TSA Wealth Management
Texas
$3.24M -$61K -542 -2%
VPP
161
Vertex Planning Partners
Illinois
$3.21M +$73.7K +655 +2%
AssetMark Inc
162
AssetMark Inc
California
$3.19M +$160K +1,425 +5%
MW
163
Maia Wealth
Colorado
$3.16M +$60.6K +539 +2%
KWA
164
Kingswood Wealth Advisors
California
$3.1M +$1.48M +13,151 +91%
BPA
165
Beacon Pointe Advisors
California
$3.08M -$13.5K -120 -0.4%
SWP
166
Sagespring Wealth Partners
Tennessee
$3.06M +$3.06M +27,220 New
AF
167
Allworth Financial
California
$3.04M -$101K -897 -3%
KFS
168
Kelly Financial Services
Massachusetts
$3M +$1.03M +9,138 +52%
CAM
169
Cobblestone Asset Management
Virginia
$2.99M -$343K -3,054 -10%
AA
170
ArborFi Advisors
Michigan
$2.98M +$732K +6,512 +33%
EWM
171
Endowment Wealth Management
Wisconsin
$2.97M +$168K +1,490 +6%
US Bancorp
172
US Bancorp
Minnesota
$2.96M +$175K +1,553 +6%
OCM
173
Orser Capital Management
Texas
$2.95M +$2.95M +26,185 New
MA
174
MAS Advisors
Florida
$2.92M -$511K -4,546 -15%
National Bank of Canada
175
National Bank of Canada
Quebec, Canada
$2.89M +$190K +1,694 +7%
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